PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $518M
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$2.56M
3
+$2.49M
4
DAN icon
Dana Inc
DAN
+$439K
5
HA
Hawaiian Holdings, Inc.
HA
+$431K

Top Sells

1
+$8.95M
2
+$1.9M
3
+$775K
4
GPI icon
Group 1 Automotive
GPI
+$548K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$500K

Sector Composition

1 Technology 8.38%
2 Consumer Staples 7.99%
3 Healthcare 6.97%
4 Financials 5.2%
5 Consumer Discretionary 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$14K 0.01%
296
302
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288
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182
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300
305
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306
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307
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308
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309
$12K 0.01%
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310
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311
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312
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740
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313
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350
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314
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318
$11K 0.01%
1,447
319
– –
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319
321
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$10K 0.01%
59
324
– –
0
325
$10K 0.01%
1,400
11 12
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